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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $13,475 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,664 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,536 | $48,471-78.3% | $182,558-94.2% | $67,582-84.4% |
| Participation rate | 65.2% | 67.2%-2.0pp | 78.0%-12.8pp | 71.3%-6.1pp |
| Annual return | 32.40% | 31.08%+1.3pp | 148.59%-116.2pp | 378.57%-346.2pp |
| Employer contribution / active EE | $711 | $1,461-51.4% | $4,076-82.6% | $2,148-66.9% |
| Participant deferral / active EE | $1,104 | $3,324-66.8% | $5,526-80.0% | $3,539-68.8% |
| Admin fee / account holder | $33 | $151-77.9% | $8,594-99.6% | $142-76.5% |